Subscriptions
Subscriptions enable users to manage one-off and recurring transactions for charging non-metered services.
One-off Subscriptions may be used for managing server setup fees or applying a one-off correction.
Recurring Subscriptions are typically used to charge a specific service for a certain quantity every month or every year.
Subscriptions are always applied to a leaf account on the deepest level of a Report definition.
Creating a Subscription
To create a subscription, first, browse to the Accounts > Subscriptions menu. In the Subscriptions menu, it is now first required to select a 'leaf account' (meaning: an account at the deepest level of a report definition). Once this account has been selected, a new Subscription can be created:
When creating a new subscription, it is mandatory to first give it a name and select the Service Category and Service where this Subscription applies to:
Once a Service has been selected, depending on the type of Service, you are either free to fill in a customer Subscription Rate and optional Cost. If this service has already rates configured in Exivity, it will automatically show and use those:
Next the Interval section will be required to fill in. First provide the Subscription Type, which can be either a Recurring subscription or a One-off transaction. In the case of a Recurring subscription, it is required to provide an Interval of Daily, Monthly or Yearly. This determines how often the Subscription is being charged. Then the Subscription Start date needs to be set, which determines the initial charge date. Also an optional End date be configured. If none is provided, it will be charged until the Subscription is removed, or changed later to include an End date.
When subscribing to a Service which has Manual rates configured, the Subscription inheretes the rate from the Global rate revision of the subscribed Service. It is therefore required to have the start date of the Subscription set to an equal or more recent date than the oldest configured Global Rate Revision of the subscribed Service.
When creating a Monthly or Yearly Subscription, it is also required to select a Charge day. This determines the day of the month when the Subscription is being charged. In case of a Yearly subscription, it will also be required to specify a Charge month, to indicate which month of the year the Subscription will be charged:
The last step in creating the subscription is specifying a consumed Quantity, which should reflect the number of units being charged per interval. Optionally an Instance Identifier may be specified. If none provided, it will fall back to the name of the Subscription.
Click the Create button to create this subscription. In case you are creating a Subscription with a historical Start date, it will then be required to use the Create - with preparing button:
In case you are creating multiple Subscriptions, it is advisable to stack these creations to avoid having to execute Create - With preparing multiple times in a row.
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